Thanks, everyone, for joining us at Day 1 of the Morgan Stanley TMT Conference. My name is Katie Keyser. I'm on the software research team here at Morgan Stanley. Super excited to be joined by the ...

Microsoft Build will be a little smaller this year and more focused on developers.

In 2026, the annual Build conference will take place on June 2-3 in San Francisco. As usual, the conference will be an ...

Cadence Design Systems, Inc. ( CDNS) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 5:35 PM EST Okay. Good afternoon, everyone. Welcome to San Francisco. We're on the stage ...

Fourth Quarter Highlights Net Sales rise 17.6 percent to $2.13 billion Operating Income increases 42.3 percent to $542.6 million (16.0 ...